29. Point of Sale

• Retail Stores: Physical retail locations for managing sales, inventory, and customer interactions.
• Restaurants and Cafes: For taking orders, managing tables, and processing payments.
• E-commerce: Integrates with Odoo’s e-commerce module for online sales.
• Service-Based Businesses: Such as salons or repair shops, for managing appointments and sales.

• Product Images and Details: This section displays the available products with their images, names, and prices. For example, you can see items like "Corner Desk Left Sit" priced at $97.75, "Large Desk" priced at $2,068.85, etc.
• Product Categories: At the top, there is a breadcrumb-like navigation indicating that the current category is "Desks". This helps in organizing products and makes it easier for cashiers to find specific items.

• Cart Icon: In the center of the UI, there is a cart icon with the text "Start adding products". When products are added to the cart, this area will display the list of selected items, their quantities, and the total amount due.

• Payment Section: The purple section labeled "Payment" is where you initiate the payment process. This area typically includes buttons for processing payments, selecting payment methods, and finalizing the transaction.
• Numeric Keypad: The numeric keypad allows for quick entry of quantities, prices, discounts, etc. It can also be used for entering the amount of cash received during cash transactions.
• Function Buttons:
  • Customer Button: Assign or select a customer for the transaction. This can be useful for applying customer-specific discounts or tracking purchase history.
  • Refund Button: Used to process returns and refunds.
  • Customer Note: Add a note specific to the customer or the transaction.
  • Quotation/Order: Convert the cart into a quotation or order instead of a direct sale.
  • Qty (Quantity): Enter or adjust the quantity of the selected product.
  • % Disc (Discount): Apply a discount percentage to the selected product.
  • Price: Manually enter or adjust the price of the selected product.

• Search Products: A search bar at the top-right corner allows the cashier to quickly search for products by name or other attributes. This speeds up the checkout process by making it easy to find specific items.

• User Profile: The top-right corner shows the logged-in user, in this case, "Mitchell Admin". Clicking on this might provide options to log out or switch users.
• Network Indicator: A Wi-Fi icon indicating the network status. Ensuring the POS system is connected is crucial for real-time data synchronization, especially when integrated with inventory or accounting systems.

• Here from settings we can manage Restaurant mode.

• For payment

  1. we can manage payment methods

  2. To automatically validates orders paid with a payment terminal.

  3. Cash rounding

  4. Tips (Accept customer tips or convert their change to a tip)

  5. Set maximum difference means

     • Let's say you set the maximum difference in payments to $0.50. Here’s how it works in practice:

     • Total Due: $20.00

     • Cash Received: $19.75

     In this case, the difference is $0.25, which is within the acceptable threshold of $0.50. The POS system will accept the payment without any issues.

• Description: This setting allows you to define a default product category that will be shown when starting the POS session.
• Example: In the screenshot, "Desks" is selected as the start category. This means when a cashier starts a new session, products from the "Desks" category will be displayed first.

• Description: This option enables you to pick which product categories are available for selection in the POS interface. It helps in narrowing down the product selection to specific categories, making it easier for cashiers to find items.
• Example: The categories "Chairs," "Desks," and "Misc" are restricted categories, meaning only these categories will be visible in the POS product selection interface.

• Description: When enabled, this setting shows the margins and costs on the product information. This can be useful for managers or cashiers who need to be aware of profit margins during sales.
• Example: This setting is not enabled in the screenshot. If enabled, it would show the cost price and margin percentage for each product.

• Description: This setting allows multiple employees to log in and switch between each other within the same POS session. This is useful in a busy retail environment where multiple employees may need to use the same terminal.
• Example: The setting is not enabled in the screenshot. If enabled, employees could switch users without closing the session.

• Description: This setting improves navigation by making scrollbars larger, which is particularly useful for touchscreen devices in industrial settings where precision might be challenging.
• Example: This setting is not enabled in the screenshot. If enabled, it would make scrollbars larger for easier navigation on touchscreens.

• Description: This feature allows employees to access and manage each other's active orders. This is useful in environments where teamwork and collaboration are needed to manage customer orders.
• Example: The setting is not enabled in the screenshot. If enabled, employees could access orders created by their colleagues within the same POS session.

• Description: This setting allows you to define a default sales tax rate that will be applied to products sold through the POS. It ensures that the correct tax rate is automatically applied to all sales unless specified otherwise.
• Example: In the screenshot, the default sales tax is set to 15%. This means every product sold through the POS will have a 15% sales tax added unless overridden by another tax rate.

• Description: This option, when enabled, allows the use of fiscal positions to apply different tax rates based on the customer's location or type. Fiscal positions can change the tax rates or apply specific tax rules to orders.
• Example: This setting is not enabled in the screenshot. If it were enabled, you could apply different tax rates for customers from different regions or based on certain conditions.

• Description: This setting defines the default journals used for recording orders and invoices in the POS. Journals are essential in accounting as they record financial transactions.
• Example:
  • Orders Journal: Set to "Point of Sale," meaning all POS transactions will be recorded in the "Point of Sale" journal.
  • Invoices Journal: Set to "Customer Invoices," meaning any customer invoices generated will be recorded in the "Customer Invoices" journal.

• Description: This setting allows you to assign a specific sales team to handle the sales reported through the POS. It helps in organizing and managing sales activities within different teams.
• Example: The screenshot shows that no sales team is currently assigned. If a sales team were selected, all sales through the POS would be attributed to that team for reporting and management purposes.

• Description: This setting specifies the product that will be used to account for down payments made in the POS. A down payment product is a placeholder product that represents the amount paid in advance by customers.
• Example: The down payment product is set to "Down Payment (POS)." This means when a customer makes a down payment, this specific product will be used to record the transaction in the accounting system.

Configuring Stripe as a payment terminal in Odoo for the POS (Point of Sale) system involves a series of steps. This integration allows you to accept credit card payments directly through the Stripe terminal in your Odoo POS interface. Here’s a detailed guide to help you through the process:

• Stripe Account: Ensure you have an active Stripe account.
• Stripe Terminal: Ensure you have a Stripe Terminal device.
• Odoo Installation: Ensure you have Odoo installed and have access to the Point of Sale and Accounting modules.

First, you need to install the necessary modules in Odoo to support Stripe integration.

1. Navigate to the Apps module:
   • Go to the Apps menu.
   • Search for "Stripe" and install any relevant module, such as "Payment Stripe" and "Stripe Terminal" if available.

1. Go to the Point of Sale module:

   • Navigate to Point of Sale > Configuration > Point of Sale.
   • Select the POS configuration you want to edit.
2. Enable Stripe Payment Method:

   • In the POS configuration, go to the Payment Methods section.
   • Add Stripe as a payment method by selecting it from the list of available methods.

Stripe terminals need to be configured to communicate with Odoo.

1. Connect the Stripe Terminal:

   • Follow the instructions provided by Stripe to connect your Stripe terminal to your network and your Stripe account.
2. Configure the Terminal in Odoo:

   • In the POS configuration settings, you may need to specify the terminal ID and other connection details provided by Stripe.
   • This ensures that Odoo can communicate with the Stripe terminal for payment processing.

1. Start a POS Session:

   • Open a new POS session in Odoo.
2. Process a Payment:

   • Add products to the cart.
   • Click on Payment.
   • Select Stripe as the payment method.
   • The POS will prompt the customer to complete the payment using the Stripe terminal.
   • Follow the instructions on the terminal for the customer to swipe, insert, or tap their card.
3. Complete the Transaction:

   • Once the payment is processed, Odoo will automatically update the transaction status.
   • Print or email the receipt to the customer as needed.

By following these steps, you can successfully integrate Stripe with Odoo POS to accept credit card payments through a Stripe terminal. This setup enhances the checkout experience by providing a seamless and secure payment method for customers. If you encounter any issues, refer to Stripe’s documentation or Odoo’s support resources for further assistance.

1. Start of POS Session:
   • Opening Cash: $1000
     
2. Receive an Order:
   • Payment Method: Cash on Delivery
   • Order Amount: $200
3. Cash In Operation:
   • Cash received from the delivery boy: $200
     
4. Cash Out Operation:
   • Expense: $50 for the delivery bike's petrol
     

By following these steps, you have successfully managed cash in and cash out operations in Odoo POS for a Domino's Pizza restaurant. The operations included setting an opening cash float, recording a cash on delivery order, performing cash in for the received payment, and performing cash out for a petrol expense. Finally, you reconciled the cash drawer at the end of the session to ensure all transactions were accounted for.

1. Start Session:
   • Set opening cash to $1000.
2. Cash on Delivery Order:
   • Record a $200 order and select Cash on Delivery.
3. Cash In:
   • Add $200 to the cash drawer from the delivery boy.
4. Cash Out:
   • Remove $50 for petrol expense.
5. Close Session:
   • Expected cash: $1150.
   • Actual cash: $1150.
   • Session closed with no discrepancies.

This detailed example illustrates how to handle cash in and cash out operations in Odoo POS using a real-world scenario from a Domino's Pizza restaurant.

First create a Product combo from Point of sale -> Products -> Product Combos

after that click on new button to create new product combo

after that just create a new product from Point of sale -> Products and in Product type field select combo and inside combo choice notebook add chai combo which we have created in Product Combos.

1. Starting a New Order:

   • The cashier logs into the Odoo POS system and starts a new order session.
   • They may choose to identify or create a customer profile at this stage.
2. Adding Products to the Order:

   • Products can be added to the order by:
     • Scanning product barcodes using a barcode scanner.
     • Searching for products by name or SKU.
     • Selecting products from predefined categories or menus displayed on the POS screen.
   • Quantities of each item can be adjusted as necessary.
3. Applying Discounts or Promotions:

   • The cashier can apply discounts or promotional offers to individual items or the entire order, if applicable.
4. Customer Interaction:

   • If the customer is identified, their details (name, contact information) are displayed on the POS screen.
   • Loyalty points accumulation (if enabled) and any special customer notes are also visible.
5. Payment Processing:

   • The cashier selects the payment method(s) accepted by the business (cash, credit/debit card, mobile payment, etc.).
   • For split payments, they can allocate amounts to different payment methods.
   • Odoo POS integrates with payment gateways to process electronic payments securely.
6. Order Review and Confirmation:

   • Before finalizing the transaction, the cashier reviews:
     • The list of items in the order.
     • Applied discounts or promotions.
     • Total amount due.
   • The customer confirms the order details and total amount before proceeding with payment.
7. Generating Receipts:

   • Once payment is completed, Odoo POS generates a receipt:
     • Physical Receipt: It can be printed out for the customer.
     • Digital Receipt: Optionally, it can be sent via email or SMS.
8. Integration with Backend Processes:

   • The completed order details are synchronized in real-time with the Odoo backend system.
   • Inventory levels are updated to reflect the items sold.
   • Sales records and customer profiles are updated with the transaction data.
9. Handling Refunds and Exchanges:

   • If a customer requests a refund or exchange:
     • The cashier can initiate these transactions from the POS interface.
     • Refunds can be processed using the original payment method or as store credit, depending on business policies.
10. Reporting and Analytics:

    • Odoo provides comprehensive reporting tools to analyze sales performance:
      • Sales trends over time.
      • Best-selling products.
      • Customer purchase behavior.
    • These insights help businesses make informed decisions for inventory management and marketing strategies.
11. Security and Compliance:

    • User access permissions ensure that only authorized personnel can perform sensitive actions like refunds or discounts.
    • Data security measures protect customer information and transactional data in compliance with privacy regulations.

By following these steps, Odoo’s POS module streamlines the entire order processing workflow, ensuring efficiency, accuracy, and a positive customer experience in retail environments.

1. pos.session

   • Manages POS sessions (open, close, and track sales during a session).
2. pos.order

   • Represents a POS order or transaction. Stores details of the sale, such as products, quantities, prices, and taxes.
3. pos.order.line

   • Represents individual line items within a POS order, detailing each product sold in the order.
4. pos.payment

   • Records payments made in the POS, detailing the payment method and amount.
5. account.journal

   • Manages journals used for recording financial transactions, including those related to POS operations.
6. stock.picking

   • Handles inventory movements triggered by POS sales, such as reducing stock from the warehouse.
7. stock.move

   • Represents individual stock movements within a stock.picking.
8. product.product

   • Manages the products available for sale in the POS.
9. product.template

   • Manages the template for products, including common attributes shared across product variants.
10. res.partner

    • Manages customer information. Can be linked to POS orders if customer details are recorded.
11. pos.config

    • Stores configuration settings for POS terminals, including payment methods, interfaces, and other POS-specific settings.
12. res.users

    • Manages user information, including cashiers operating the POS.
13. account.move

    • Represents accounting entries, such as those generated from POS transactions.
14. pos.payment.method

    • Defines different payment methods available in the POS (e.g., cash, credit card, mobile payment).
15. pos.category

    • Organizes products into categories for easy access and navigation in the POS interface.
16. pos.cashbox

    • Manages cash transactions in the POS, including opening and closing balances.
17. pos.config

    • Stores configuration settings for the POS system, like interface settings and hardware configurations.

1. POS Session Management

   • Model: pos.session
   • Description: Handles the opening and closing of POS sessions.
2. Order Processing

   • Model: pos.order
   • Description: Creates a new order when a sale is made.
   • Model: pos.order.line
   • Description: Adds products to the order lines.
3. Payment Handling

   • Model: pos.payment
   • Description: Records the payment details.
4. Inventory Management

   • Model: stock.picking
   • Description: Manages the movement of stock due to the sale.
   • Model: stock.move
   • Description: Records the details of each stock movement.
5. Product Management

   • Model: product.product
   • Description: Contains individual product information.
   • Model: product.template
   • Description: Contains product template information shared by variants.
6. Customer Management

   • Model: res.partner
   • Description: Manages customer details.
7. Financial Accounting

   • Model: account.move
   • Description: Records accounting entries for POS transactions.
   • Model: account.journal
   • Description: Manages journals for recording financial transactions.
8. Payment Methods

   • Model: pos.payment.method
   • Description: Defines the available payment methods.
9. POS Configuration

   • Model: pos.config
   • Description: Stores POS terminal configuration settings.

By utilizing these models, the Odoo POS system ensures that all necessary data is accurately recorded, processed, and transferred across different functional areas, enabling seamless operation from sales to inventory management and accounting.